Able Wealth Management’s Iovance Biotherapeutics IOVA Stock Holding History

Able Wealth Management’s Portfolio IOVA Stock Details IOVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$283K	Buy	+20,000	New	+$143K	0.06%	115

Other funds holding IOVA

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Haven Capital Group Westlake Village, California $131M AUM 23.95% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Able Wealth Management's IOVA Position: Q3 2026 in Review

Able Wealth Management opened a new position in Iovance Biotherapeutics (IOVA) in Q3 2026: 20,000 shares worth $283K. The stake represents 0.06% of the portfolio and ranks #115 among its holdings.

13 funds tracked by Wall St. Rank hold IOVA as of Q3 2026.

Able Wealth Management held 20,000 shares of Iovance Biotherapeutics worth $283K as of Q3 2026.
Iovance Biotherapeutics was a new Able Wealth Management position in Q3 2026.
Iovance Biotherapeutics made up 0.06% of Able Wealth Management's portfolio in Q3 2026, its #115 holding.
13 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.